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Asset Protection Services

America’s Tax Solutions® (ATS) offers options BEYOND STANDARD retirement planning, tax services and financial solutions. The reality is we live in a litigious society and coupled with MARKET UNCERTAINTIES and changes in tax laws, Asset Protection Services have become more important today than ever before.

To better serve our clients, ATS has partnered with BarthCalderon LLP. This well respected firm offers expertise in ASSET PROTECTION strategies and services. The professionals at BarthCalderon understand that for many clients, the most common causes for their loss of wealth are: poor tax planning, unchecked spending, bad investments and lawsuits. They are AVAILABLE TO ATS MEMBERS and can provide assistance with family asset protection, individual asset protection and business asset protection.

As an ATS partner, BarthCalderon provides FREE CONSULTATIONS to clients who are concerned about protecting their assets from potential loss. Here are just some of the ASSET PROTECTION SERVICES offered:

  • Asset Protection for Your Elderly Parents
  • Asset Protection Integration Into Buy/Sell Agreements
  • Converting an S or C Corp into an LLC
  • Creating a Family Foundation
  • Creating or Updating Estate Plans
  • LLCs for Stocks, Bonds and Cash
  • Protecting Assets from Unforeseen Lawsuits
  • Professional Trustee Services
  • Separate Property Agreements
  • Trust Planning

More Updates

IMPORTANT TRUST DEADLINE APPROACHING

For trusts that inherited an IRA in 2019, an important deadline is approaching. The due date to provide required trust documentation to the IRA custodian to ensure that the longest payout period possible is available for the inherited IRA is October 31, 2020. Generally, only individuals who are named on an IRA beneficiary form can

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admin October 27, 2020

CRDS AND ROTH CONVERSIONS – ABUSE OF THE RULES?

The coronavirus-related distribution (CRD) rules for Roth conversions have a gaping hole. An “affected person” (as we have defined in previous blogs), is entitled under the CARES Act to withdraw up to $100,000 from their IRA or workplace retirement plan. A CRD avoids the 10% early distribution penalty for those under 59 1/2, can be

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admin May 20, 2020

Rolling Over an RMD

Like most people’s lives, the retirement world is upside down. This is made evident by a single statement: “Required minimum distributions (RMDs) can be rolled over.” Yes, that is the new normal—at least for this year. RMDs are considered the first money out of an IRA and workplace plan. Typically, these dollars are ineligible to

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admin April 22, 2020
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